Refund & Cancellation Policy
Last updated: September 2026
Refunds
Fees paid for completed technology, administrative, consulting, configuration, or other professional services are generally non-refundable once the applicable work has been performed.
For recurring or ongoing services, a business partner may request cancellation in accordance with the terms of its service agreement.
If a charge was made in error or a service was not delivered as agreed, the business partner should contact J&A Legacy Group LLC so the matter can be reviewed.
Approved refunds, when applicable, will generally be returned to the original payment method.
Refund Eligibility
Refund eligibility may depend on:
- Whether the service has already been performed.
- Whether platform access has already been provided.
- The terms of the applicable service agreement.
- The circumstances of the transaction.
Service Cancellation
Business partners may request cancellation of recurring services by contacting J&A Legacy Group LLC.
Unless otherwise stated in a separate written agreement, cancellation applies to future services and does not automatically refund services already delivered or fees already earned.
Any outstanding invoices or completed services remain payable.
Contact
For refund or billing questions, contact J&A Legacy Group LLC at a.perdomo@univistainsurance.com, by phone at (305) 640-1209, or through the contact form.